Financial Advice for Australian Ex-Pats
Diamond Partners has created a bespoke financial planning service for expats working off shore and building assets here in Australia. Simplifying the complex and managing your assets on your behalf, we spend time to truly understand your wealth creation goals and asset structures. We then provide a tailored plan that factors in your projected position, currency conversions and tax minimisation strategies. With vast experience in this space, we provide valuable insight and recommendations to optimise your opportunities and reduce your liabilities.
To access this service, you will require an Enduring Power of Attorney residing in Australia.
Key financial services for Australian expats include:
- Financial position analysis and goals construction
- Asset placement and ongoing management
- Investment comparison and projections – including property
- Tax and estate planning for onshore assets
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DIAMOND PARTNERS WEALTH MANAGEMENT PTY LTD (ABN 52 604 866 711 | CAR 1233086) IS AN AUTHORISED REPRESENTATIVE OF DPWM FINANCIAL ADVICE PTY LTD (ABN 89 660 952 956) AFSL 544155
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